Queens Road Funds

  • FPA Queens Road Small Cap Value Fund

FPA Queens Road Small Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2002 -0.6 4.5 3.4 -5.3 1.3 -5.7 0 0 0 0 0 0 0
2003 3.9 3.8 7.3 -1.9 3.2 5.5 2.9 5.5 7.8 1.4 -0.3 -2.3 42.6
2004 2.7 8.4 2.1 2.7 0 -3.8 4 1.8 -2.7 3.7 1.3 4.1 26.5
2005 0.1 3.1 -4.4 0.5 -3.2 4.2 3.6 5.4 -5.7 -2.3 1.2 -0.4 1.5
2006 0.4 1.2 2.2 0.9 3.3 -2.2 -0.5 -2.8 -0.1 4.6 -0.4 3.1 10
2007 -0.4 -6.1 0.6 2 1.3 -5.1 -1.2 5.2 2 2.9 0.9 0.5 2
2008 4.3 -9.3 -14.4 -5.8 5.6 1.9 -8.8 3.8 3.5 -0.6 -2.1 -2.7 -23.8
2009 5 1.6 -2.4 3.5 1 9.9 1.1 2.9 19.1 9.1 -13.2 -5.7 32.5
2010 5.2 3.3 2.5 9.3 -5.3 5.8 -5.6 -5 4.5 5.2 2.9 -2.1 21.3
2011 -0.9 -1.4 9.9 -5.1 -6 -2 -0.8 -1.5 0.9 1.6 3.4 -0.5 -3.3
2012 1.4 1.5 -1.3 1.9 2.6 -1.3 2.9 -5.3 -2.7 0.9 1.1 3.3 4.8
2013 1.4 3.1 1.6 4.7 -2.6 7.9 -0.8 2.7 -0.1 3 1.2 5.4 30.9
2014 2.5 -0 4.3 -4.3 3.7 -4.3 4.2 0.5 -1.7 0.3 2 -1.7 4.9
2015 -2.9 1.7 7.1 -3.2 -2.4 -2.3 -0.4 1.6 -0.3 0.4 3 -2.2 -0.1
2016 1.7 7.5 -3 0.5 0.8 2.1 -0.6 0.7 -0 6.7 2.4 -3.5 15.6
2017 -0.4 2.2 1.9 3.5 -1.9 0 1.5 -1 0.8 0.7 -1.3 -0.1 5.9
2018 -6.8 4.4 -6 -1.3 0.6 2.3 0.9 5.3 -2 -0.2 -3.2 0.9 0
2019 -1.3 4.3 4.1 5.5 -6.1 0.3 6.5 -9 3.8 -3.1 3.8 7.6 15.8
2020 6.2 12.7 2.5 -2.3 2.2 2.4 2.4 3.2 7.5 -13.7 -6.8 -2.8 13.2
2021 2.2 1.8 2.7 -3.9 2.1 -0.6 -0.8 1.7 3.4 5.1 7.1 0.7 21.1
2022 -5.4 4.7 11.2 -9.5 -2.6 7 -7.6 2.5 -6.5 -0.1 0.7 -3.8 -11
2023 6.8 7.5 -3.9 -4.1 -1.6 3.6 6.7 0.5 -2.8 -4.3 -2.5 7.8 13.1
2024 0 -3.5 1.5 3.6 -1.7 0 0 0 0 0 0 0 -2.9